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Deal Customer and Options Type Custom Mappings

Nov 3, 2023

RevOps can automatically synchronize Term and SKU information to your CRM. This week we introduced new mappings for Options Terms and Options Term properties to give Sales Operators more control over their data.

  • ‚ÄćOptionsTerm.selected.value - Synchronize the selected value for Options-type Term and Term Properties. This is useful when Sales Operators need to distinguish between Option labels and API values.
  • ‚ÄćDeal.customer.legalName - Synchronize the customer‚Äôs legal name. Useful for organizations that allow their Sales Reps to customize legal name information.

Do you need help figuring out your custom mappings? Take a look at the following Knowledge Base article or reach out to sales@revops.io.

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